Settings and activity
17 results found
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927 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
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Joanna Johnson
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5 votes
An error occurred while saving the comment Joanna Johnson
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Projects - Ability to check multiple items to Pass on/Mark up.. Surely its an easy interface fix to create a column in the right hand side next to items so we can check all items to be passed on to the client or that need a mark up. When lines are identical amounts Im going goggle eyed trying to work our which line im up to when clicking on the stupid 3 dots! Fix this please!
Joanna Johnson
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33 votesJoanna Johnson
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3 votesJoanna Johnson
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66 votesJoanna Johnson
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151 votes
An error occurred while saving the comment Joanna Johnson
commented
We have a project reaching 2 years. Scrolling through to the end of items to be passed on the Project and going through one by one is driving us crazy especially when some lines are identical in total. Just add columns to the right hand side and let us tick to select items them allocate to pass on.. its so basic!
Joanna Johnson
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2 votesJoanna Johnson
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110 votes
An error occurred while saving the comment Joanna Johnson
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I was just directed to this link by the support team....haha - obviously crickets on the extra decimal places..5 years this link has been active and nothing..
Joanna Johnson
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8 votesJoanna Johnson
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26 votesJoanna Johnson
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67 votes
Hi team, we've now extended sending invoices via SMS to customers in the US. This is a free feature for all paid plans in AU and US, and can be used in addition to, or as an alternative to sending an invoice via email.
See detail on how sending invoices via SMS works on Xero Central.
Again, at this time there is no way to automate SMS messaging via Invoice reminders. We'll update you if there is any word of this here.
Joanna Johnson
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8 votesJoanna Johnson
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182 votesJoanna Johnson
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39 votesJoanna Johnson
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4 votesJoanna Johnson
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2 votes
We appreciate your feedback on how we could improve new invoicing, and the details that would help you track when a customers has viewed your invoice. While recording I.P. address of when a user opens an invoice or quote you’ve sent isn’t in the plans right now, we’re continuing development in this space and our product teams would like to engage you all here to get a deepened sense of our invoicing users, for future improvements. If you'd be interested in sharing further feedback we have a survey you can fill in. We'd love to get your input.
Joanna Johnson
shared this idea
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96 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Joanna Johnson
supported this idea
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As long-term users of your integrated Payroll and Accounting platform, we are formally requesting the development of a secure, auditable Employee Notes feature within the existing Payroll module. This request is driven by ongoing privacy, legal compliance, and risk management needs faced by Australian employers.
Employers are legally required to manage sensitive employee information, including medical notes, in a secure and compliant manner.
• The Privacy Act 1988 defines health information as sensitive information, which requires secure storage, restricted access, and appropriate use under the Australian Privacy Principles (APPs).
• The employee records exemption does not apply to information that is unrelated to payroll or handled improperly, particularly in cases involving medical or workplace wellbeing notes.
APP 6 strictly limits how sensitive employee information can be used and disclosed.
• Any information collected—especially relating to employee health or conduct—must only be used for its original, lawful purpose or with the employee’s explicit consent.
• The Office of the Australian Information Commissioner (OAIC) has ruled in recent cases that misuse of private employee information can lead to privacy breaches and civil action.
Xero’s Payroll module is a paid product marketed as an integrated and compliant solution.
• Employers expect this to include basic compliance tools such as internal, secure note-keeping for:
– Fitness-for-work assessments
– Return-to-work plans
– Disciplinary or behavioural documentation
– Leave justifications involving sensitive issues
– Adjustments for disability, injury or mental health conditions
• Instead, users are currently being forced to rely on unsecured methods or to purchase costly third-party add-ons just to meet minimum compliance standards.
Employers are required under the Fair Work Act 2009 and tax laws to retain relevant employee records for at least seven years.
• Without an integrated note function, there is no safe place to log notes that support payroll decisions or meet future audit or tribunal scrutiny.
• This increases employer exposure to claims of unfair dismissal, privacy breaches, or WHS failures.
Failure to provide this feature puts Xero users at risk.
• Storing private or sensitive data in unprotected formats within or outside the Xero environment could breach Australian Privacy Principles and workplace laws.
• Employers relying on Xero in good faith may unknowingly be exposing themselves to legal liability due to the lack of proper documentation tools.
We urge Xero to:
Introduce a secure, permission-controlled notes field in the employee profile section of the Payroll module
Ensure access is restricted according to the APP framework and all changes are auditable
Apply encryption and optional tagging for medical/disciplinary/restricted access notes
Include this feature within the standard Payroll subscription to ensure all businesses, regardless of size, can meet compliance expectations without purchasing additional products
By promoting Xero Payroll as a compliant solution while omitting this critical functionality, Xero is shifting legal risk back onto employers and exposing them to compliance failures. After years of user requests, we believe the time has come for this long-standing gap to be addressed